Investment Management

Our experienced Investment Management department follows a disciplined and objective process. Our core investment vehicles are globally diversified and provide our clients privileged access to some of the finest institutional-level investment managers in the world. We are free to choose any investments that are in the best interests of each client.

Four Key Principles

At Investmark, we believe an effective investment management strategy relies on four key principles:

SEI Trust is a long time strategic partner of ours. Their manager of managers approach, rigorous manager criteria, and constant innovation make them an industry leader. With their help we are able to provide our clients with the same strategies that SEI provides for prominent national and global endowments, pension funds and institutions.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Investmark Advisory Group are separate and unrelated to Commonwealth.